Expertise and Purchasing Power
Through M Financial Group's network of Member Firms, our clients and their advisors have access to the expertise, legislative insight, and innovative solutions of some of the most creative, experienced, and highly respected professionals in the insurance industry. For example, twelve of the past presidents of the Association for Advanced Life Underwriting (AALU), the life insurance industry's most prestigious advocacy organization, are Principals of M Financial Group Member Firms; dozens more have served on its board and committees.
Purchasing Power
Collectively, M Member Firms are among the largest buyers of insurance and financial products in the nation. In terms of purchasing power, M Financial's results in 2007 tell the story:
- $1.6 billion in life sales
- $37 million in disability sales
- $330 million in annuity sales
- $110 billion of face amount in force
- $35 billion in cash values
This purchasing power allows M Financial to:
- Achieve the critical mass necessary to cover development expenses on proprietary products priced specifically for the affluent marketplace.
- Attract some of the strongest and most reputable insurance carriers - carriers that are willing to pass the benefits of M Financial's superior experience on to the clients who generate it.
- Access the proprietary pricing fundamentals of insurance carriers.
- Require insurance carriers to treat existing policyholders fairly and on an equal basis with new policyholders.
